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Dividend reinvestment lifts Estee Lauder (NYSE: EL) director stock units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Estee Lauder Companies Inc. director Eric Louis Zinterhofer reported routine compensation-related awards of stock units tied to dividend reinvestment. He acquired 7.69 stock units with a cash payout feature and 10.9 stock units with a share payout feature, each linked to Class A Common Stock.

The filing notes these represent reinvestment of dividend equivalents on outstanding stock units. The units will be paid on the first business day of the calendar year after Zinterhofer’s service as a director ends, adding modestly to his deferred equity-based compensation balances.

Positive

  • None.

Negative

  • None.
Insider Zinterhofer Eric Louis
Role null
Type Security Shares Price Value
Grant/Award Stock Units (Share Payout) 10.9 $90.00 $981.00
Grant/Award Stock Units (Cash Payout) 7.69 $90.00 $692.10
Holdings After Transaction: Stock Units (Share Payout) — 2,814.83 shares (Direct, null); Stock Units (Cash Payout) — 1,985.24 shares (Direct, null)
Footnotes (1)
  1. Not applicable. Represents reinvestment of dividend equivalents on outstanding stock units. The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company.
Stock Units (Cash Payout) granted 7.69 units Dividend equivalent reinvestment on stock units, acquire code A
Stock Units (Share Payout) granted 10.9 units Dividend equivalent reinvestment on stock units, acquire code A
Cash-payout units after transaction 1,985.2400 units Total stock units (Cash Payout) following transaction
Share-payout units after transaction 2,814.8300 units Total stock units (Share Payout) following transaction
Reference price per unit $90.0000 Transaction price per stock unit for both awards
Stock Units (Cash Payout) financial
"Security title listed as "Stock Units (Cash Payout)" for one award."
Stock Units (Share Payout) financial
"Security title listed as "Stock Units (Share Payout)" for another award."
dividend equivalents financial
"Represents reinvestment of dividend equivalents on outstanding stock units."
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
Class A Common Stock financial
"Underlying security title identified as Class A Common Stock."
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
deferred compensation financial
"The stock units will be paid out after the Reporting Person's service as a director."
Deferred compensation is pay that employees or executives have earned now but will receive at a later date, such as delayed bonuses, retirement benefits, or stock grants. It matters to investors because it creates future obligations and shapes incentives—like a promise to pay later that can affect a company’s reported profits, cash needs and potential stock dilution—so it helps signal how a business manages costs and retains key people.
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FAQ

What did Estee Lauder (EL) director Eric Zinterhofer report in this Form 4?

Eric Zinterhofer reported routine compensation awards of stock units. He received additional units through reinvestment of dividend equivalents on existing awards, increasing his deferred equity-based position rather than making an open-market purchase or sale of Estee Lauder Class A Common Stock.

How many stock units did Eric Zinterhofer receive according to the Estee Lauder (EL) filing?

Zinterhofer received 7.69 stock units designated for cash payout and 10.9 stock units designated for share payout. Both awards stem from dividend equivalent reinvestment on existing stock unit balances linked to Estee Lauder Class A Common Stock, rather than new option grants or market trades.

Are Eric Zinterhofer’s Estee Lauder (EL) stock unit awards open-market purchases or sales?

The awards are not open-market purchases or sales. They are stock units credited as compensation, reflecting reinvestment of dividend equivalents on outstanding units. The Form 4 classifies them as grant or award acquisitions, not traditional buy or sell transactions in the public market.

When will Eric Zinterhofer’s Estee Lauder (EL) stock units be paid out?

The stock units will be paid on the first business day of the calendar year following the last date of Zinterhofer’s service as a director. This timing means the awards function as deferred compensation, settled only after his board tenure concludes in the future.

What types of stock units did Eric Zinterhofer receive from Estee Lauder (EL)?

He received “Stock Units (Cash Payout)” and “Stock Units (Share Payout).” Both are derivative awards linked to Class A Common Stock, but one is structured for cash settlement and the other for share settlement, each arising from dividend equivalent reinvestment on existing units.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Zinterhofer Eric Louis

(Last)(First)(Middle)
C/O THE ESTEE LAUDER COMPANIES INC.
767 FIFTH AVENUE

(Street)
NEW YORK NEW YORK 10153

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ESTEE LAUDER COMPANIES INC [ EL ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Units (Share Payout)(1)06/15/2026A(2)10.9 (3) (3)Class A Common Stock10.9$902,814.83D
Stock Units (Cash Payout)(1)06/15/2026A(2)7.69 (3) (3)Class A Common Stock7.69$901,985.24D
Explanation of Responses:
1. Not applicable.
2. Represents reinvestment of dividend equivalents on outstanding stock units.
3. The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company.
Remarks:
Eric Louis Zinterhofer, by Robin Cohen, Attorney-in-fact06/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)